GSVTX Mutual Fund

GSVTX Mutual Fund

NAV$18.60
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Returns Overview

1 Month
+2.61%
3 Months
+10.14%
6 Months
+16.16%
YTD
+21.11%
1 Year
+28.99%
3 Years (annualized)
+17.73%
5 Years (annualized)
+12.10%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSVTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+21.11%
Peer Avg (YTD)
+11.41%
vs Peers
+9.70%

GSVTX Mutual Fund Performance

GSVTX performance across multiple time periods: 1-month 2.61%, YTD 21.11%, 1-year 28.99%, 3-year 17.73%, 5-year 12.10%, 10-year 11.15%.

GSVTX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

GSVTX vs another fund shows side-by-side returns. GSVTX alternatives are available in the Mutual Fund Screener.